Save, reuse, and organize filter views

A saved view stores a set of filters and the columns you have chosen on the Accounts or Contacts list, so you can recall the same working list with one click instead of rebuilding it each time. Use it for the segments you return to often (a territory, an industry, a stage), and assign a view to colleagues so the whole team works from the same list. For more on the underlying concept, see Saved views.

Saving and editing views is available to standard and admin users. A read-only user can recall and favourite views but cannot create, edit, or delete them. You can always edit and delete a view you created; non read-only colleagues can also edit and delete views created by others. Where a change is refused, the workspace now says why - “Only the owner of this saved view or an admin can change it” for a view, and the same sentence naming the group for a saved view group - rather than showing an error with no reason in it.

A shortcut or a saved view

The quick filters bar above the list can also keep a combination you use often, as a personal chip. The two are for different jobs, and picking the wrong one is the usual reason a list goes missing:

A shortcut is one click away on the bar, keeps conditions only, belongs to you alone, and lives in the browser you made it in. Use it for the slice you re-apply several times a day and would rather not go looking for.
A saved view stores the filters and the columns, follows you to any machine, can be described, shared with named colleagues, filed in a folder, favourited for a running count, and handed to a workflow branch. Use it for anything the team should share a definition of, or that you want to survive a new laptop.

See Filter accounts for the shortcut side.

Before you start

Open the Accounts or Contacts list and apply the filters you want to keep. A view always belongs to one list type, account or contact, set automatically by where you save it.
Optionally choose which columns to show. The columns you have selected are stored with the view, so recalling it restores both the filters and the column layout.

Steps

Save the current filters as a view

With your filters applied, open the filter panel and choose Save View. The button is enabled once at least one filter is set.
In the dialog (titled “Create saved view for accounts” or “Create saved view for contacts”), leave Create new saved view selected.
Fill in Name (required) and an optional Description.
Use Assign to colleagues to share the view with teammates. Assigned colleagues find it under their Assigned to me tab. Leave it empty to keep the view to yourself.
Use Group (optional) to file the view into a folder. Pick an existing group or leave it blank. You can clear the selection at any time.
Choose Save. You will see a “Saved view created” confirmation, and the view is now available from the Saved Views dropdown.

Update an existing view with new filters

When you change the filters or columns and want to overwrite a view you already have, you do not need to create a new one.

Apply the filters and columns you want, then choose Save View.
In the dialog, select Update existing saved view.
Pick the view to overwrite from Existing saved view. The list shows the views you can update for the current list type.
Choose Save. The view’s stored filters and columns are replaced, and you will see a “Saved view updated” confirmation.

Recall a saved view

On the Accounts or Contacts list, open the Saved Views dropdown. The button shows the name of the active view once one is applied.
Use the tabs to narrow the list: My favourites, Created by me, Assigned to me, or All. The search box at the top filters by name across every view, not just the open tab: while you search, each tab shows how many views match there, and if the open tab has none but another does, the dropdown switches to All so the result is in front of you. When the open tab still comes up empty, it says how many views match in All and offers Show all matches.
Hover any view to preview its filters and description before applying.
Select a view to apply its filters and columns to the list.

A view’s tags show whether it stores basic or advanced filters and whether it carries a saved column layout.

Act on the view you have applied

Once a view is applied, the Saved Views button gains a menu button joined to its right (the three dots). It holds the actions for that view, so you do not have to find it in the list first:

Edit saved view and Share - the same edit and share dialogs described below, shown to anyone who can edit accounts and contacts.
Add to favourites or Remove from favourites.
Copy link - copies a link that opens the list with this view applied, confirmed with “Link copied”.

Open the Saved Views dropdown and choose the share action (the people icon, labelled Share) next to the view. It is shown to anyone who can edit accounts and contacts, the same as the edit action.
The Share dialog, titled with the view’s name, gives you two ways to hand it over:
- Link to this view - select Copy link to copy a link that opens the Accounts or Contacts list with this view applied. Paste it wherever the conversation is happening.
- Assign to colleagues - pick colleagues and choose Share. They see the view under their Assigned to me tab, with your filters and columns.

A link is the quick way to point someone at a list once; assigning is what keeps the view in a colleague’s own dropdown for next time. Assigning here changes only who the view is assigned to - its name, filters and folder are untouched.

Mark a view as a favourite

In the Saved Views dropdown, choose the star next to a view to add it to your favourites; choose it again to remove it. Favourites appear under the My favourites tab so your everyday views are one tab away. Favourites are personal to you.

Rename, reassign, regroup, or delete a view

Open the Saved Views dropdown and choose the edit (pencil) action next to the view. This action is shown for the view’s owner and for non read-only colleagues.
In the update dialog (titled “Update accounts saved view” or “Update contacts saved view”) you can change the Name and Description, adjust Assign to colleagues, and move the view to a different Group (optional) or clear it.
Choose Update to save your changes, or Delete to remove the view. Deleting is immediate and cannot be undone. You will see “Saved view updated” or “Saved view deleted” accordingly.

The edit dialog changes a view’s name, sharing, and folder. To replace the filters a view stores, use the Update existing saved view flow above.

A condition Eva set for you

A view Eva built can carry a CRM condition the filter panel has no controls for - the shape that asks about a single logged activity or a single deal at once, for example “accounts where at least one activity is a call made in the last quarter”. Rather than hide it or drop it, the panel shows it as a read-only summary: the CRM group it is about, how many records have to satisfy it, and the conditions each of those records must meet, with a note that it was set through Eva and can only be changed by asking her. You can remove it here with the bin icon like any other condition, and the applied-filters bar shows it as a single chip.

Two things follow from that. Saving or updating the view keeps the condition exactly as Eva wrote it, so editing the rest of the view is safe. And when the condition itself is what needs to change, ask Eva to change it rather than rebuilding the view by hand - the panel cannot compose that shape from scratch.

Group views into folders

Groups are folders that keep related views together.

Open the Saved Views dropdown and choose the groups (category) action, labelled Saved views groups.
The Saved Views groups dialog lists every group with its Group Name and a Saved views assigned count.
To add a folder, choose Create, fill in Name and an optional Description in the Create Saved Views group dialog, and choose Save.
To rename a group, choose the edit action on its row, change the Name or Description in the Edit Saved view group dialog, and choose Update. Use the delete action on the row to remove a group.

To file a view into a group, set the Group (optional) field when you create or edit that view.

What happens next

A new or updated view appears in the Saved Views dropdown right away, under the tabs that match how you set it up: views you made show under Created by me, views assigned to you show under Assigned to me, and starred views show under My favourites. Colleagues you assigned find the view under their own Assigned to me tab. Recalling a view sets the list’s filters and columns immediately; nothing runs in the background and there is no task to wait for.

Saved views
Eva - the colleague who can build or adjust a view for you
Filter the accounts list
Filter the contacts list
Choose which columns to show
Accounts: columns and filters